News
SpaceX hot-fires Falcon 9 with Crew Dragon aboard prior to first orbital launch
SpaceX has completed a hot-fire test of Falcon 9 B1051 at Pad 39A, hopefully demonstrating that the company’s first human-rated rocket is ready to support the orbital launch debut of its Crew Dragon spacecraft.
Given NASA’s uniquely conservative tendencies, it’s hard to extrapolate from SpaceX’s well-worn launch operations. Nevertheless, if the data from this static fire show a healthy spacecraft and rocket, SpaceX will likely be well on their way to the first (uncrewed) orbital launch of Crew Dragon, currently expected no earlier than (NET) the second half of February.
TEST FIRE of #SpaceX Falcon 9 and Crew Dragon at 1600 ET / 2100 UTC! Appeared to go well. pic.twitter.com/a66CnBv7fU
— Emre Kelly (@EmreKelly) January 24, 2019
In an intriguing sign that Crew Dragon was fully fueled and ready to abort at any second, SpaceX Dragon recovery vessel GO Searcher was stationed in the Atlantic Ocean just a few miles East of Falcon 9’s static fire attempt at Pad 39A. In other words, if Falcon 9 were to have experienced a potentially catastrophic anomaly during propellant loading or Merlin 1D ignition, Crew Dragon would have likely ignited its 8 Super Draco abort thrusters to rapidly accelerate away from the rocket, theoretically saving itself (and any astronauts aboard). GO Searcher would have then quickly recovered the forlorn spacecraft after it deployed its parachutes and landed in the ocean, essentially a replay of the Pad Abort test SpaceX engineers and technicians completed in 2015.
Designed with the sole intention of ensuring that Crew Dragon is capable of safely aborting an anomalous launch and carrying astronauts to safety at almost any point between ignition and orbit, that same launch abort system (LAS) also offers the option for Crew Dragon to escape a potentially damaging situation even without a crew aboard. In the latter case, Crew Dragon’s hardware would be preserved for potential refurbishment and reuse, likely saving SpaceX and NASA tens of millions of dollars (if not $100M+) and cutting months off of the inevitable delays that would follow. Crew Dragon’s integrated LAS – meaning that the spacecraft brings it wherever it goes – is completely unique in the history of crewed spaceflight and ultimately offers unbeatable protection for any astronauts or passengers entrusted to it.
Thanks in large part to undoubtedly disruptive NASA demands that may well be far more conservative than necessary, SpaceX extensively re-engineered Falcon 9 for ease of manufacturing and extreme reliability, both of which go hand in hand. Among dozens of minor to major changes, M1D and MVac engines were modified to mitigate minor problems with turbopump blades fracturing, overall avionics redundancy was upgraded, and Falcon’s ultra-high-pressure helium storage tanks (COPVs) were drastically redesigned.
These upgrades were ultimately integrated into the iteration known as Block 5. According to SpaceX’s updated Falcon 9 and Heavy payload user guide, “[aside from the payload interface], all first- and second-stage vehicle systems are the same [for Dragon and satellite launches], indicating that the same exact rocket is produced for any given single-stick Falcon 9 launch. This means that all SpaceX customers, US government or not, benefit directly from the reliability demanded by NASA and the US military for crewed and uncrewed launches. It also means that SpaceX’s production system remains exceptionally simple, as just a single upper stage and booster variation is needed for the vast majority of the company’s launches. Falcon Heavy requires a unique center core booster and nosecones but is otherwise unchanged from Falcon 9.
According to Russian media, SpaceX is now targeting Crew Dragon’s launch debut NET February 16th. Liftoff will occur around 8am EDT (13:00 UTC) if that timeframe holds.
The Russians are claiming NET 16th, but again – don’t go booking any flights. That may not stick.
PS This is not unexpected. Lots of first time (unique mission) reviews, ISS in play, etc. etc. It’ll be mostly paperwork related.
— Chris B – NSF (@NASASpaceflight) January 21, 2019
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
